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| Name: |
Summit Financial Wealth Advisors LLC |
| City: |
Lafayette |
| State: |
LA |
| Zip: |
70505 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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New Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GFEB |
Ft Cboe Vest Us Equity Mode... |
1 |
New |
$0.00 |
$52,109,000 |
1,513,047 |
10.56% |
52,109,000 |
1,513,047 |
22.821 |
N/A |
|
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NVO |
Novo Nordisk A/S (ADR) |
48 |
New |
$128.42 |
$1,272,000 |
9,910 |
0.26% |
1,272,000 |
9,910 |
0.001 |
Drug Manufacturers - ... |
|
|
AMGN |
Amgen Inc |
73 |
New |
$310.15 |
$634,000 |
2,230 |
0.13% |
634,000 |
2,230 |
0 |
Biotechnology |
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LLY |
Eli Lilly & Co |
75 |
New |
$760.00 |
$586,000 |
753 |
0.12% |
586,000 |
753 |
0 |
Drug Manufacturers - ... |
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EME |
Emcor Group Inc |
80 |
New |
$380.28 |
$518,000 |
1,480 |
0.1% |
518,000 |
1,480 |
0.003 |
General Contractors |
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NVS |
Novartis AG (ADR) |
102 |
New |
$102.10 |
$294,000 |
3,038 |
0.06% |
294,000 |
3,038 |
0 |
Drug Manufacturers - ... |
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O |
Realty Income Corp |
111 |
New |
$55.01 |
$278,000 |
5,139 |
0.06% |
278,000 |
5,139 |
0.001 |
REIT - Retail |
|
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BRK.B |
Berkshire Hathaway B |
114 |
New |
$412.05 |
$256,000 |
609 |
0.05% |
256,000 |
609 |
0.001 |
Property & Casualty I... |
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GIS |
General Mills Inc |
116 |
New |
$70.70 |
$248,000 |
3,550 |
0.05% |
248,000 |
3,550 |
0.001 |
Food - Major Diversified |
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SCHA |
Schwab Strategic Trust |
121 |
New |
$48.03 |
$233,000 |
4,732 |
0.05% |
233,000 |
4,732 |
0 |
Closed - End Fund - Debt |
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EMR |
Emerson Electric Co |
124 |
New |
$115.55 |
$227,000 |
2,000 |
0.05% |
227,000 |
2,000 |
0 |
Industrial Electrical... |
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PSX |
Phillips 66 |
128 |
New |
$145.60 |
$214,000 |
1,312 |
0.04% |
214,000 |
1,312 |
0 |
Oil & Gas Refining, P... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
127 |
New |
$547.09 |
$214,000 |
385 |
0.04% |
214,000 |
385 |
0.001 |
Closed - End Fund - E... |
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VOO |
Vanguard S&P 500 Etf |
129 |
New |
$478.74 |
$213,000 |
442 |
0.04% |
213,000 |
442 |
0 |
Closed - End Fund - E... |
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ITOT |
iShares Core S&P Total US |
130 |
New |
$114.52 |
$203,000 |
1,761 |
0.04% |
203,000 |
1,761 |
0 |
Closed - End Fund - E... |
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